EstateHQ
For UK families and funeral homes

Everything to handle when someone you love has died.

EstateHQ guides you through finding every account, notifying institutions, completing probate, calculating inheritance tax, and settling the estate — calmly, securely, and at your own pace.

Built in the UK · GDPR-compliant · Information Commissioner registered
For funeral homes, solicitors & advisers

Support the families you serve

Offer EstateHQ to the families in your care — and manage it all in one place.

Serve families better

Hand them a guided path, not a pile of forms.

Manage your caseload

Every family’s estate, in one dashboard.

Earn revenue share

A share of the fee on every estate you refer.

Your own branding

Your name on the letterhead and emails.

Compassionate by design

Plain language, no jargon, and a pace that respects what you’re going through.

Less paperwork, sooner

Tell us once and we help you coordinate notifications to dozens of institutions — you sign the authority, we prepare the work.

What EstateHQ does

Everything an estate needs, handled in one place

From the first account to the final distribution — the whole of estate administration, guided step by step.

Find every account and asset

A guided search so nothing is missed or left unclaimed — accounts, policies, holdings and property all accounted for.

Notify every institution

Banks, providers and government bodies told in the right order, without you chasing each one separately.

Your official forms, filled for you

PA1P/PA1A, IHT400 and its schedules — completed from your answers, ready to review, sign and send.

Inheritance tax, calculated correctly

Every relief you’re entitled to — including ones families and even advisers miss. It can reduce the tax, not just the paperwork.

Settle the estate

Clear records, distribution and final accounts — so you can close the estate knowing it was done right.

One estate. One calm place to handle all of it.

No spreadsheets, no missed deadlines, no wondering what comes next.

How it works

A clear path, from the first question to lodged

Step 1

Answer simple questions

A few plain questions at your own pace — no jargon, nothing rushed.

Step 2

See what this estate needs

Only the steps and details this particular estate actually requires.

Step 3

Forms filled, gaps flagged

Your forms are completed from your answers, with anything still needed clearly marked — never a guess.

Step 4

Review, sign and lodge

You check everything, sign, and send it yourself — you stay in control throughout.

Straightforward pricing

One clear fixed price

No hourly billing and no surprise invoices — a single, transparent fee. A fraction of the cost of full estate administration, so more of the estate stays where it belongs: with the family.

Costs to expect

The costs every estate has, shown up front

Our fee is one clear price. Beyond it, every estate has a few unavoidable costs — whoever handles it. We show them here so there are no surprises later. These are paid from the estate, not from your own pocket.

  • Probate application fee£300, rising to £526 from 13 July 2026

    Paid to the Probate Registry when you apply for the Grant. No fee for estates of £5,000 or under.

  • Certified death certificatesabout £11 per certified copy

    Most estates order around 5–6 — most banks and providers want to see their own copy, and ordering together is quicker than one at a time.

  • Property valuation (where there is property)£250–£500

    A RICS “Red Book” valuation is expected where the estate may owe inheritance tax; estate-agent appraisals can be enough for clearly tax-free estates.

  • Section 27 notices£150–£300

    Covers The London Gazette and a local newspaper notice — these protect you personally from unknown-creditor claims.

Typical, approximate figures to help you plan — not a quote, and not part of any calculation. Court fees and other charges can change over time.

For funeral homes and partners

Offer EstateHQ to the families you serve

Funeral homes, solicitors and advisers can give grieving families a calm, capable way to handle everything that follows — as a trusted extension of your own care.

Everything to handle, in one calm place

Find every account, notify every institution, complete the forms, get the tax right, and settle the estate — at your own pace, with EstateHQ beside you.

Begin when you’re ready.